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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,534 | $58,311-88.8% | $81,882-92.0% | $80,959-91.9% |
| Participation rate | 27.5% | 63.5%-36.0pp | 72.4%-44.9pp | 67.7%-40.2pp |
| Annual return | 14.02% | 41.85%-27.8pp | 779.47%-765.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $437 | $2,347-81.4% | $2,916-85.0% | $2,757-84.1% |
| Participant deferral / active EE | $513 | $3,287-84.4% | $4,323-88.1% | $4,300-88.1% |
| Admin fee / account holder | $571 | $4,752-88.0% | $7,360-92.2% | $6,925-91.8% |